Manage HR Magazine | Wednesday, September 30, 2020
The Client Center enables BenefitMall's broker partners to manage their client's information easier with a 360-degree view of pertinent client data. Brokers can view and control client details, including enrollment status, current products and services, benefits participation, carriers, and renewal dates.
FREMONT, CA: Leading provider of next-generation broker services, BenefitMall, announced additional technology investments in its cutting-edge Agency Workspace utilized by over 8,000 active user accounts. Agency Workspace was launched in 2019 and is BenefitMall's technology hub that allows brokers to manage every aspect of their BenefitMall business in a single, secured space. The advancements to Agency Workspace include introducing the new Client Center and new features within notifications that will simplify brokers' management of their books of business online. Both elements were specifically developed based on solicited broker feedback.
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"These enhancements will streamline the Agency Workspace experience for brokers, allowing them to easily access the client information they need and the flexibility to choose their notification preferences," said Michelle Sheffield, CIO for BenefitMall. "Our company is committed to supporting our valued broker community by listening to how we can serve them best."
The Client Center enables BenefitMall's broker partners to manage their client's information easier with a 360-degree view of pertinent client data. Brokers can view and control client details, including enrollment status, current products and services, benefits participation, carriers, and renewal dates. The client list can also be sorted by the renewal date, contemporary lines of coverage, or a specific client, and allows brokers to export the data into an Excel file.
When entering the Agency Workspace platform, brokers can go to the Client Center and view or change a client's information, access the next steps in the client's enrollment, start a quote in the Client Ready Quote System (CRQS) or begin enrollment in the Online Enrollment application. Brokers will also be able to view an individual client's product and service enrollments, review an activity log of the most recent activities performed in the Agency Workspace and access any lines of coverage, enrollment cases, and documents. The most requested enhancement, brokers have more options to stay on top of the latest updates with BenefitMall's news and announcements. Brokers now have three options to opt-in to receive notifications via email, text, and in-app.
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